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CMS Energy

797 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800797 (-3)

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$490M
2 +$175M
3 +$131M
4
DZ Bank
DZ Bank
Germany
+$87.8M
5
BlackRock
BlackRock
New York
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
676
Golden State Equity Partners
California
$12.1K
FCAS
677
First Command Advisory Services
Texas
$11.6K
RDFA
678
Ritter Daniher Financial Advisory
Ohio
$11.4K
DIP
679
DT Investment Partners
Pennsylvania
$11.3K
EC
680
Elequin Capital
New York
$10.7K
EI
681
EFG International
$10.3K
MA
682
MCF Advisors
Kentucky
$10.2K
PWAM
683
Private Wealth Asset Management
Iowa
$10K
OA
684
Operose Advisors
Wisconsin
$9.85K
AP
685
Aspect Partners
Virginia
$9.78K
CPG
686
Cornerstone Planning Group
New Jersey
$9.74K
TWD
687
True Wealth Design
Ohio
$9.62K
KFAS
688
Keating Financial Advisory Services
Kansas
$9.54K
KAS
689
Kemnay Advisory Services
New York
$9.54K
CFFP
690
Center for Financial Planning
Michigan
$9.48K
PWMG
691
Prestige Wealth Management Group
New Jersey
$9.39K
GWM
692
Geneos Wealth Management
Colorado
$9.08K
CFM
693
Cornerstone Financial Management
Massachusetts
$8.61K
JWA
694
JFS Wealth Advisors
Pennsylvania
$8.07K
AW
695
Avion Wealth
Texas
$8K
SWP
696
Strategic Wealth Partners
Ohio
$7.76K
MHR
697
Matthew Hamilton Rosenberg
$7.14K
S
698
Sachetta
Massachusetts
$7.06K
EP
699
Essential Partners
California
$7K
CI
700
Clal Insurance
Israel
$7K